Smooth Move:
Mastering the Transition When Switching Financial Advisor Firms
Includes Q&A
Tuesday, April 23rd at 12 pm ET
Considering a Move to a New Financial Advisor Firm? This webinar is designed for financial advisors contemplating or navigating a firm transition. Industry veteran Duncan MacPherson, CEO of Pareto Systems, will guide you through the key considerations for a smooth transition for you and your clients.
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Did you miss it The Coiled Spring webinar?
2020-05-08 • 20 second read

Did you miss yesterday’s ‘The Coiled Spring’ webinar with Chris Jeppesen and Duncan MacPherson? No worries, it was recorded and is now on the Pareto Systems YouTube channel where you’ll also find other great content, updated regularly: https://youtu.be/USwfxmw47ws

Register now for the upcoming Coiled Spring Virtual Summit: https://paretosystems.com/virtual-summit.html

The summit will feature Duncan MacPherson and great line up of presenters.

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